The Secure Act

The Secure Act

The Setting Every Community Up for Retirement Enhancement (SECURE) Act is now law. With it, comes some of the biggest changes to retirement savings law in recent years. While the new rules don’t appear to amount to a massive upheaval, the SECURE Act will require a...

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10 Things To Do Within 10 Years Of Retirement

10 Things To Do Within 10 Years Of Retirement

You’ve almost made it. After decades of working and saving, you are in the final leg of the marathon race to retirement. But even though you’re getting closer to the goal, this is not the time to turn on cruise control and count down the days until you pack up your...

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IRA Changes Due To Recent Legislation

IRA Changes Due To Recent Legislation

Both the Tax Cuts and Jobs Act, which was signed into law in December 2017, and the Bipartisan Budget Act, which was signed into law in January 2018, affected individual retirement accounts (IRAs). Now that both pieces of legislation are effective, it is important to...

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The Best Casual Dining Around Newport Beach, CA

The Best Casual Dining Around Newport Beach, CA

Newport Beach, CA, is a wonderful place to live and work. I get to enjoy the California sunshine all year round and be a stone’s throw away from the Pacific Ocean. Here there are shops, sights, and especially casual dining restaurants to enjoy. In my opinion, here are...

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The Biggest Mistakes Retirees Make

The Biggest Mistakes Retirees Make

You’ve worked hard for decades—diligently squirrelling away savings year after year—and you’ve finally made it. Time to retire. Now all there’s left to do is relax and enjoy the fruits of your labor. Right? Not so fast. You’re not out of the woods yet. Unfortunately,...

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ReimaginINg How Financial Advice and Services
are Designed and Delivered

Wealth Management Solutions, LLC
4000 MacArthur Blvd, Ste. 600 East Tower
Newport Beach, CA 92660

Office: (949) 475-9700
Fax: (949) 475-9701

info@wms-llc.com

Security Licenses 7, 24, held at LPL
Richard Riva is licensed to sell insurance in the state of California. His principal place of business and domicle is California. CA Insurance LIC# OB22466

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